Set Targets

This page covers:

Overview of Targets in Amp Impact

Targets are anticipated values for a Project Indicator. Typically, organizations compare their Results against Targets to evaluate their performance or progress toward their goals. 

Depending on an organization's impact measurement processes, they can set Targets by Project Indicator for different timeframes (Reporting Periods) and locations (Geographic Areas). Organizations often set Targets for all of their Project Indicators across multiple timeframes (even through the life of the project) to plan out the intended progress of Project Indicators over time*.

*LIGHTNING WEB COMPONENT The Lightning Web Component Set Targets interface allows users to set Targets for multiple Reporting Periods simultaneously, making it easier to plan out goals for a longer period.

Set Target Page Options: Visualforce Page vs. Lightning Web Component

Set Targets for Project Indicators using the Lightning Web Component LIGHTNING WEB COMPONENT

Before you can set Targets for your Project Indicators, there are a couple of Project setup-related tasks to complete:

1. Set project-specific Reporting Periods

2. Create Geographic Area records

3. Set up Project Indicators

Here is a screenshot of what you’ll see if the data setup is done correctly. When the Set Targets table is loaded, the “Target Frequency” and “Geographic Area” dropdowns have default values selected. The Project Indicators corresponding to these selections are displayed on the Set Targets table.

1. Select a value from the “Target Frequency” dropdown. It shows all the frequencies for which Reporting Periods and related Project Indicators exist in the Project. For example, an organization might set targets for annual, quarterly, and monthly timeframes and have Reporting Period records for four years to cover those timeframes (e.g. Annual = 2022, 2023, 2024, 2025; Quarterly = Q1 2022, Q2 2022, up to Q4 2025, etc.) The first Target Frequency is selected by default so remember to check and update the value if you’re setting targets for another period.

   

   
   On selecting a particular Target Frequency (eg, Quarterly), all Reporting Periods with that frequency (eg, Q1 2022, Q2 2022 etc) are displayed on the Set Targets table.

   1. The LIGHTNING WEB COMPONENT allows you to set Targets for multiple Reporting Periods in one go.

   2. The Set Targets table will only display the Project Indicators for the Target Frequency that you selected.

2. Select a value from the “Geographic Area” dropdown. It shows all the active Geographic Areas that exist in the Project. On selecting a value, all Project Indicators for the Geographic Area that you selected will be displayed on the Set Targets table.

1. Targets can only be set for one Geographic Area at a time.

2. Remember to check and update the Geographic Area value in the dropdown, if you’re setting Targets for any other Geographic Area than the one that is shown by default when the page is loaded.

   

There is a Search and Filter box at the top of the table that can be used to find specific Project Indicators to add Targets for. Use “From End Date” and “To End Date” to define a date range and filter specific reporting periods for the selected Target Frequency. This will help reduce loading time on the page when there are a lot of reporting periods for a particular frequency.

Refer to this section if you want to make changes to this interface or filter functionality.

In the table:

• Each Project Indicator is hyperlinked to its record. Clicking on it will open the Project Indicator record in a new tab.

• Each Project Indicator also has an Information icon in the Project Indicator column. When you hover over the icon, a pop-over displays the additional information stored on the Project Indicator record. By default, Objectives, Guidelines, Disaggregation Groups, and Cross-Disaggregated by Sex are shown.

Enter Baseline Values for Project Indicators LIGHTNING WEB COMPONENT

Organizations often need a way to track an Indicator’s Baseline data prior to their interventions. Users can enter Baseline data on the Set Targets Lightning Web Component to both define the initial state of their stakeholders prior to their intervention and to set Targets according to the assumed change from the Baseline state.

1. To set Baseline values for Project Indicators select Baseline from the “Target Frequency” dropdown. The Baseline frequency will only be displayed in the dropdown once Reporting Period for Baseline has been created. Visit this page to review instructions for creating Baseline Reporting Periods.

   

2. When you select “Baseline” in the “Target Frequency” dropdown and a selection is made in the “Geographic Area” dropdown, all Project Indicators that have a baseline will be displayed in the Set Targets table. 

3. Baseline values for Project Indicators (for the Baseline Target Frequency) can be entered for multiple Reporting Periods periods similarly to Targets.

4. Baseline data can also be compared and viewed against Result data. Read more about it here. 

Enter Target Values For Project Indicators LIGHTNING WEB COMPONENT

Once your Project Indicator and related Project data setup are done, you’re ready to start setting targets. Typically, there are two kinds of Project Indicators to set targets for:

Not sure if Target Values are Disaggregated?
A simple way to know if the Targets for a particular Indicator are disaggregated or not (on loading the page initially) is to look at the input field.

• A rectangular input box indicates that the Target is not disaggregated.

• A “+” icon denotes that a Target is disaggregated.

For both disaggregated and non-disaggregated Project Indicators, targets values need to be entered depending on the Data Type of the Indicator. This is defined on the Project Indicator level and summarized in the table below. These Target values are saved in the Result record.

Enter Target Values & Comments for Non-Disaggregated Project Indicators LIGHTNING WEB COMPONENT

 Enter the Target values next to the relevant Project Indicator for the relevant Reporting Period. For non-disaggregated Project Indicators, Target data is auto-saved for each input field after you enter a value and click out from the data input cell. Target data is not deleted by simply removing values from this table. Target data has to be manually deleted from the Results object. Contact your System Administrator if you require support with this.

Additionally, each Project Indicator row on the Set Targets table has a Comment icon. A comment pop-up is displayed when you click on this icon to add or edit any additional qualitative information about that Target value. Hover over the comment icon to display a preview of the comment after entering its target(s).

Enter Target Values & Comments for Disaggregated Project Indicators LIGHTNING WEB COMPONENT

There are a few clicks to enter disaggregated Target values for a particular Reporting Period: 

1. Click on the plus (+) icon displayed. 

   

2. A pop-up will appear where the number and format of input fields vary based on the “Data Type”, “Disaggregation Group”, “Cross-Disaggregated By Sex?”, and the “Calculate Total” fields. The pop-up header displays the “Indicator Definition” field, selected Geographic Area, and the Reporting Period for which Targets are being entered in that order. To see more details about a Project Indicator, simply hover over the information icon.

   

3. In the pop-up, the input field formats for each Data Type are followed. 

   1. If the Project Indicator is Cross-Disaggregated by Sex, input fields are displayed in the Male, Female, and Unknown columns.

   2. If the Project Indicator has a Disaggregation Group, input fields are displayed in the rows of the disaggregated values. 

   3. If the value of “Calculate Total” field is set as Sum Total, an additional column and row for the Total value is displayed.

4. Scroll horizontally or vertically within the pop to view all input fields. 

5. Enter the Targets in the pop-up. Target data entered in the pop-up will only be saved when the “Save” button is clicked. 

6. Once Targets have been added, the plus (+) icon will either be replaced by

   1. A hyperlinked numerical value (for Quantitative Indicators that have Calculate Total set to Sum Total), or

   2. A pencil icon (for all Qualitative Indicators and those Quantitative Indicators that have Calculate Total equal to Don’t Sum Total).  

      

For disaggregated Project Indicators, the Comment icons will be shown inside the Disaggregation pop-up. 

1. For Project Indicators that are Disaggregated by Sex, one comment icon is entered across the Male, Female, and Unknown Targets. 

   

2. For Project Indicators that are Disaggregated by Group, one Comment can be entered for each Disaggregated value in the group. 

   

Click on the comment icon to display or add new comments. Hovering over the Comment icon displays a preview of the saved comment.

Target Values & Validation Ranges LIGHTNING WEB COMPONENT

Validation ranges for Project Indicators facilitate better data quality. These are set at the Project Indicator level.

If the Target value entered is less than the value set in the “Validation Range Minimum” field or more than the value set in the “Validation Range Maximum” field on the Project Indicator, a warning message appears at the top of the page and the input field is highlighted with an orange border. The Target value will still be saved even if it falls outside of the Validation Range.

Submit Targets for Review LIGHTNING WEB COMPONENT

Some organizations have a process in place to submit, review, and lock Target data for editing once it is approved. If this feature is enabled, the “Submit” button can be used to lock the Targets. 

1. Click on the “Submit” button.

2. Select the Reporting Periods for which the Targets need to be submitted.

   

3. A pop-up then confirms if Targets need to be submitted for the selected Reporting Period or not. Click  Submit to confirm. Click back to go to the previous step.  

   

The Targets are submitted once the user clicks the “Submit” button. If a Reporting Period has been submitted, its column will display as read-only, with a lock icon in the header. Disaggregated target data or qualitative targets can still be viewed by clicking into the hyperlinked total value or eye icon, which will open a read-only version of the disaggregated data entry popup.

Multiple Users Making Updates Simultaneously: Refresh the Set Targets Component LIGHTNING WEB COMPONENT

Often, there are a number of users in the system, entering and managing data simultaneously. If another user makes and saves updates on a component or a related component (like the Framework or Project Indicators) while you’re working in the system, you’ll see a notification that alerts you that changes have been made. Click on the “Refresh” icon to load and reflect the latest data on the Set Targets component along with all the Targets that have been previously recorded. For example, if the Project Indicator Definition is edited or a Geographic Area is marked Inactive, these changes will be reflected once the Set Targets component is refreshed. 

Set Targets for Project Indicators using the Visualforce Page VISUALFORCE PAGE

Before you can set Targets for your Project Indicators, there are a couple of Project setup-related tasks to complete:

1. Set project-specific Reporting Periods

2. Create Geographic Area records

3. Set up Project Indicators

Here is a screenshot of what you’ll see if the data setup is done correctly: When the Set Targets table is loaded, the “Reporting Period” and “Geographic Area” dropdowns have default values selected. The Project Indicators corresponding to these selections are displayed on the Set Targets table.

1. Select a “Reporting Period” that you want to enter Target values for. Only Reporting Periods that are related to Project Indicators will be displayed in this list. The first Reporting Period is selected by default so remember to check and update the Reporting Period value if you’re setting targets for another period.

2. Select a “Geographic Area” that you want to enter Target values for. Only Geographic Areas that are marked as “Active” will be available. Targets can only be set for one location at a time. The first value in the list of Geographic Areas is selected by default so remember to check and update the Geographic Area value if you’re setting targets for another area.

3. The list of available Project Indicators that are related to the selected Reporting Periods and Geographic Areas will be displayed in the table with the option to add Target values.
   

   

4. By default, the Project Indicator Definition (or the translated value if applicable) is displayed on the left side of the table.

5. Each Project Indicator also has an information icon in the Project Indicator column. When you hover over the icon, a pop-over displays the additional information stored on the Project Indicator record.

6. There is a Search and Filter box at the top of the table that can be used to find specific Project Indicators to add Targets for.

7. Each Project Indicator row has a comments icon. When clicked, a Comments pop-up window displays to track any notes/guidelines the user wants to track. These are saved to the Comments field on the Result object.

Enter Target Values For Project Indicators VISUALFORCE PAGE

Once your Project Indicator and related Project data setup are done, you’re ready to start setting targets. Typically, there are two kinds of Project Indicators to set targets for:

For both disaggregated and non-disaggregated Project Indicators, targets values need to be entered depending on the Data Type of the Indicator. This is defined on the Project Indicator level and summarized in the table below. These Target values are saved in the Result record.

If the Target value is disaggregated, the Disaggregation Groups will be displayed below that Project Indicator and you’ll have the option to enter Target values for each of the Disaggregation Groups.

Consider the following when entering Target values:

1. Target data is auto-saved for each input field after the user enters a value and clicks out from the data input cell.

2. Target data is not deleted by simply removing values from this table. Target data has to be manually deleted from the Results object. Contact your System Administrator if you require support with this.

3. Target values and Result values can be reported on for different Reporting Periods (e.g. you’d set Targets annually but report on Results quarterly). This is defined on the Project Indicator level.

Target Values & Validation Ranges VISUALFORCE PAGE

Validation ranges for Project Indicators facilitate better data quality. These are set at the Project Indicator level.

If the Target value entered is less than the value set in the “Validation Range Minimum” field or more than the value set in the “Validation Range Maximum” field on the Project Indicator, a warning message appears at the top of the page and the input field is highlighted with an orange border. The Target value will still be saved even if it falls outside of the Validation Range.

Submit Targets for Review VISUALFORCE PAGE

Some organizations have a process in place to submit, review, and lock Target data for editing once it is approved. If this feature is enabled, the “Submit” button can be used to lock the Targets. 

1. Users are able to submit Targets for multiple Reporting_Period__c records, if applicable. For example, a user may need to submit Targets for Chile for quarter 2 and the semi-annual report. They can go to the relevant Reporting Periods, enter data, and then submit. 

2. Users have the option to create workflows that trigger certain actions with the click of the “Submit” button. For example, clicking on the Submit button can set a specific Status and generate an email notification. OnClick of “Submit’ on the SetTargets page, Target_Status__c = Submitted, thus making the SetTargets page uneditable.  To make the page uneditable when any other status is selected, the The Target_Status__c field can also be configured through a workflow to edit the Targets_Locked__c field which can lock the target input fields for that Reporting Period and Geographic Area un-editable so that users can no longer make any changes to the data entered.

3. On the SetTargets page, the Results display as output fields when

   1. The field Target_Locked__c = TRUE for a Reporting Period, OR

   2. Target_Status__c = Submitted 

4. When the Results appear as output fields, the user cannot edit the Targets entered. Project Indicators with Data Type = Qualitative will display a “View” icon.

5. Once the user clicks the “Submit” button, the “Upload” button is greyed out to prevent any additional Targets from being uploaded.